How to reduce and manage the impact of taxation on your estate

Estate planning needs both a detailed understanding of your financial position and the circumstances of you and your family. It also needs an ability to respond as changes take place.

By allowing us to periodically review your plans for your estate and assess your financial position and potential tax liabilities, you will understand how to reduce and manage the impact of taxation on your estate and leave it as you intend to your family and other beneficiaries.

Our expertise in estate planning extends, when needed, to acting as trustees and executors usually alongside family members or lawyers. Our experience of estates and trusts lets you know how your funds have been invested and distributed whilst relieving you of the burden of administration.

Above all, getting to know you allows us to help resolve sensitive family issues should they arise and gives you confidence that your wishes for your estate will be carried out as you intended.

  • Specialist Tax and Accountancy Services

    Simply contact us, or call 020 3195 1300 for more information on any of our wide range of specialist tax advice and accountancy services.